Will Nvidia ever get to sell more of its AI chips in China? Investors see the country as a big opportunity—but getting there has been a challenge.
China is preparing to permit some imports of Nvidia Corp (NASDAQ:NVDA, XETRA:NVD)'s H200 chips as soon as this quarter, according to a Bloomberg report citing people familiar with the matter, giving the US semiconductor company renewed access to a key market. Chinese officials are expected to allow local companies to purchase the H200 for certain commercial applications, the sources said, speaking on the condition of anonymity.
It's been one of the most eventful CES (Consumer Electronics Show) events in years, thanks in part to the AI boom, which holds tremendous promise in 2026.
Nvidia Corporation enters 2026 with accelerated Rubin execution, shifting from chip sales to rack-scale architectures that lock in long-term hyperscaler CapEx. Vera Rubin's six-chip system delivers roughly 5x inference and 3x training gains versus Blackwell, materially raising integration and capital barriers. Architectural lock-in is reinforced by the Groq licensing-style deal, signaling inference efficiency and cost-per-token economics as Nvidia's next moat.
Just a few days ago, AI chip king Nvidia (NASDAQ:NVDA) announced that it's about to join the robotaxi race, with a plan to test its own offering by next year.
On Thursday, January 8, Nvidia (NASDAQ: NVDA) is seeing a modest uptick in pre-market trading, following reports that the company has introduced new upfront-payment and zero-cancellation policies for Chinese H200 customers.
Nvidia is requiring full upfront payment from Chinese customers seeking its H200 artificial intelligence chips, hedging it against ongoing uncertainty over Beijing's approval of the shipments, said two people briefed on the matter.
Will Nvidia ever get to sell more of its AI chips in China? Investors see the country as a big opportunity—but getting there has been a challenge.
Elon Musk's artificial intelligence company, xAI, has raised $20 billion in its latest funding round, surpassing its initial $15 billion target and marking one of the largest private AI infrastructure financings in history. The Series E round drew major support from technology and investment heavyweights including Nvidia, Cisco Investments, and Fidelity.
Nvidia (NASDAQ:NVDA) has been really making headlines in recent weeks.
The consensus price target hints at a 36.7% upside potential for Nvidia (NVDA). While empirical research shows that this sought-after metric is hardly effective, an upward trend in earnings estimate revisions could mean that the stock will witness an upside in the near term.
Analog Devices surged by 5.6% in the last day. You might feel inclined to acquire more or reduce your exposure.